iShares U.S. Real Estate ETF
$96.62−0.24 (−0.25%)
- 0.37%
- $4.1B
- +5.9%
- 2.46%
- 5.7M sh
- $96.12
- low $92.45high $108.17
The ETF.net IYR Grade
B
Score 60 out of 100
- 11 of 22
Score 60 of 100 falls in the B band. A is 70 or higher, B 55 to under 70, C 40 to under 55, D 25 to under 40, F under 25.
Cost
The fund’s net expense ratio, ranked against its category.C43 out of 100Rank 13 of 22Mission
Whether the fund did what it promised, tested against its stated mandate.Risk
How the fund held up when markets fell: downside volatility, drawdowns and tail loss.C53 out of 100Rank 11 of 22Tradability
How easy the fund is to trade: daily volume, and how far its price strays from net asset value.A97 out of 100Rank 1 of 22Holdings
How concentrated the fund is, and how complete and current its disclosed holdings are.B59 out of 100Rank 11 of 22Durability
Whether the fund is likely to stay open, judged by its age, its assets and its issuer’s assets.A78 out of 100Rank 3 of 22
Our read on IYR
BLaunched in 2000, IYR is one of the original one-ticker bets on U.S. real estate: REITs plus the developers, managers and property agencies that pure-REIT funds skip. Heavily traded, sector-median price.
The fund seeks to track an index composed of U.S. equities in the real estate sector.
Why people hold it
- Vintage 2000, and still one of the most actively traded real estate funds around, which is why traders reach for it when they want the sector in a hurry.
- Broader than a pure REIT fund: the index also holds companies that develop, manage or own property, including property agencies.spglobal.comishares.com
- The index applies a cap so no single landlord dominates, across roughly 60 names, and the fund pays shareholders quarterly.spglobal.com
Worth knowing
- The 0.37% fee sits at the middle of the real estate pack but well above index rivals like SCHH (0.07%) and VNQ (0.13%).
- One sector, about 60 names. Expect moves that look nothing like the broad market in either direction.
- Reaching past REITs means part of the portfolio is operating and service companies, whose income looks different from a rent collector's.spglobal.com
IYR Holdings
- Other
- 62
- 53%
- WELL
Geography
- United States100.00%
IYR Performance
Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.
IYR$10,593
Returns run to the Oct 12, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.
| Period | IYR |
|---|---|
| Year to date | +4.7% |
| 1 month | −3.1% |
| 3 months | −5.6% |
| 1 year | +5.9% |
| 3 years | +10.1% |
| 5 years | +1.0% |
| 10 years | +5.3% |
Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.
| Year | Return bar | IYR |
|---|---|---|
| 2026 YTD | +4.7% | |
| 2025 | +3.4% | |
| 2024 | +4.4% | |
| 2023 | +11.9% | |
| 2022 | −25.5% | |
| 2021 | +38.7% | |
| 2020 | −5.3% |
IYR in the news
Category Review
Vanguard's property fund lost a first-half lead over stocks
IYR Dividends
- 2.46%
- $2.39
- $0.74 per share
- Quarterly
Distribution history
IYR Risk
- 16.6%
How it’s calculated: standard deviation
The sample standard deviation of monthly total returns, multiplied by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.
- 0.35
How it’s calculated: Sharpe ratio
Subtract each month’s Treasury-bill return from the fund’s monthly total return.
Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.
Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.
- −33.7%
How it’s calculated: maximum drawdown
The largest percentage decline from an earlier peak, using total returns with reinvested distributions.
Uses up to five years through the last close, with at least 12 months required.
- 0.98
How it’s calculated: beta
The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.
IYR Cost
0.37%
IYR0.37%
- The middle half of US Real Estate funds
- Median 0.35%
12 of the 21 US Real Estate funds charge less.
Other funds in US Real Estate
- BICFiShares Select U.S. REIT ETFExpense ratio 0.32%1 year return +10.9%
- BRDOGALPS REIT Dividend Dogs ETFExpense ratio 0.35%1 year return +16.0%
- BKBWYInvesco KBW Premium Yield Equity REIT ETFExpense ratio 0.35%1 year return +19.6%
- CRSPRInvesco S&P 500 Equal Weight Real Estate ETFExpense ratio 0.40%1 year return +2.1%
- BREZiShares Residential and Multisector Real Estate ETFExpense ratio 0.48%1 year return +11.0%